What You'll Learn

Build an automated research workflow that triggers when deals are created in Attio. Pull company overview, GTM analysis, tech stack, funding, case studies, and news—then output to both Notion (shareable) and Attio (internal reference).

Why This Matters

• Pre-Call Preparation: Get comprehensive account context automatically
• Client Sharing: Generate Notion pages you can share with prospects
• Modular Architecture: Reusable sub-workflows for each research type

Key Steps Covered

• Deal Trigger – Send new deal data from Attio to AirOps
• Parallel Research – Run company scrape, news search, case study extraction
• Modular Workflows – Use embedded workflows for LinkedIn profile, case studies
• Dual Output – Create Notion page and Attio note with research

Tools & Integrations

• Attio: CRM with deal creation trigger
• AirOps: Workflow orchestration with embedded sub-workflows
• Google Gemini: Web research agent for news
• Notion: Shareable research page output

Common Questions

Q: Why use embedded workflows in AirOps? A: Modularity. Each research function (case studies, LinkedIn lookup, tech stack) lives in its own workflow. Update the logic once, and all parent workflows get the improvement. Plus, reuse across different contexts.

Q: How do you handle the tech stack detection? A: A custom function scans the company website for installed technologies—GTM, analytics, CRM, chat widgets. This reveals their GTM sophistication level and potential integration points.